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POTENTUM PARTNERS, L.P.
CRD 311282File 801-119857
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$773.3M
Above cohort median (national)
Discretionary AUM
$624.5M
Non-discretionary $148.8M
Clients
41
45 accounts
Employees
9
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 12, 2021
- Principal office
- 627 CHAPEL ST, LEVEL 2, MELBOURNE, VICTORIA, 3141
- Phone
- +61 488 221 334
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $773.3M
- Discretionary AUM
- $624.5M
- Non-discretionary AUM
- $148.8M
- Discretionary accounts
- 41
- Non-discretionary accounts
- 4
- Total accounts
- 45
- AUM per client
- $18.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $239.3M |
| Pooled investment vehicles | 35 | $534.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.